STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NORTH SHORE SCHOOLS FEDERATED EMPLOYEES BENEFIT TRUST FD (EIN 20-0870866)
Tax period
2012-06-01 to 2013-05-31
Filed
2014-02-27
IRS object ID
201420589349300202
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-27T05:44:19-06:00Timestamp
Tax Period End Date2013-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN112637625EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GIBISER & GIBISER CPA'S PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14155 VETERANS HIGHWAY SUITE 14AddressLine1
CityRONKONKOMACity
StateNYState
ZIP Code11779ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200870866EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NORTH SHORE SCHOOLS FEDERATEDBusinessNameLine1
Business Name Line2EMPLOYEES BENEFIT TRUST FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNORTNameControl
Phone5167599337Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 RAILROAD AVEAddressLine1
CityGLEN HEADCity
StateNYState
ZIP Code11545ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSUSAN McCORMACKName
TitleDIRECTORTitle
Phone5167599337Phone
Date Signed2014-01-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSTEVEN R GIBISER CPAName
PTINP01308568PTIN
Phone6312856290Phone
Date Prepared2014-01-17DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSUSAN McCORMACKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line140 RAILROAD AVEAddressLine1
CityGLEN HEADCity
StateNYState
ZIP Code11545ZIPCode
FieldValueIRS element (for citing)
Gross Receipts538590GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation2003YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionPROVIDE DENTAL BENEFITS TO NORTH SHORE SCHOOLS EMPLOYEESActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year471415ProgramServiceRevenuePriorYear
Program Service Revenue CY536591ProgramServiceRevenueCY
Investment Income Prior Year1714InvestmentIncomePriorYear
Investment Income Current Year1864InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year135OtherRevenueCurrentYear
Total Revenue Prior Year473129TotalRevenuePriorYear
Total Revenue Current Year538590TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year455610BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY244594BenefitsPaidToMembersCY
Salaries Etc Prior Year10955SalariesEtcPriorYear
Salaries Etc Current Year18347SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year26449OtherExpensePriorYear
Other Expenses Current Year41026OtherExpensesCurrentYear
Total Expenses Prior Year493014TotalExpensesPriorYear
Total Expenses Current Year303967TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-19885RevenuesLessExpensesPriorYear
Revenues Less Expenses CY234623RevenuesLessExpensesCY
Total Assets BOY241093TotalAssetsBOY
Total Assets EOY475716TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY241093NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY475716NetAssetsOrFundBalancesEOY
Mission DescriptionPROVIDE DENTAL BENEFITS TO NORTH SHORE SCHOOLS EMPLOYEESMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionDENTAL BENEFITS TO EMPLOYEES OF NORTH SHORE SCHOOLSDescription
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10966NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1SUSAN McCORMACKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5167599337TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line140 RAILROAD AVEAddressLine1
CityGLEN HEADCity
StateNYState
ZIP Code11545ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
BRUCE FICHTMAN
CHAIRPERSON / TRUSTEE1.00X75800
SARA BLACK-CANO
TRUSTEE1.00X75800
PAMELA PARSONS
TRUSTEE1.00X75800
RONNIE HELLER
TRUSTEE1.00X75800
BARBARA BRENNAN
TRUSTEE1.00X75800
SUSAN McCORMACK
DIRECTOR5.00X600000
FieldValueIRS element (for citing)
Total Reportable Comp From Org9790TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
DISTRICT CONTRIBUTIONS525920267686267686
PAYROLL CONTRIBUTIONS525920192504192504
RETIREE CONTRIBUTIONS5259207640176401
FieldValueIRS element (for citing)
Total Program Service Revenue536591TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1864TotalRevenueColumn
Related Or Exempt Function Income1864RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionCOBRA CONTRIBUTIONSDescription
Business Code525920BusinessCode
Total Revenue Column135TotalRevenueColumn
Related Or Exempt Function Income135RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue135TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column538590TotalRevenueColumn
Related Or Exempt Function Income538590RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total244594Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total9790Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7471Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1086Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total9000Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8600Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total2051Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
DENTAL ADMINISTRATIVE F17400
BANK FEES1853
PAYROLL PROCESSING1173
MEETING MEALS673

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total276Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total303967Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY29489BOY
EOY32455EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY111592BOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY100012BOY
EOY436900EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY6361EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY241093BOY
EOY475716EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY241093BOY
EOY475716EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY241093BOY
EOY475716EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY241093BOY
EOY475716EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses234623ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt535290TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments2120NetUnrealizedGainsInvestments
Other Revenues-5420OtherRevenues
Revenue Not Rptd F990-3300RevenueNotRptdF990
Revenue Subtotal538590RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990538590TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt373324TotExpensesEtcAuditedFinclStmt
Other Expenses Included69357OtherExpensesIncluded
Expenses Not Rptd F99069357ExpensesNotRptdF990
Expenses Subtotal303967ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990303967TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 2d - Other Adjustments:CHANGE IN CONTRIBUTIONS RECEIVABLE -6,208. CHANGE IN INTEREST RECEIVABLE 788.
Part XII, Line 2d - Other Adjustments:CHANGE IN PREPAID EXPENSES 33,071. CHANGE IN CLAIMS PAYABLE 36,286.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Section B, line 11FORM 990 IS DELIVERED TO THE DIRECTOR WHO REVIEWS THE INFORMATION WITH THE TRUSTEES PRIOR TO SIGNING THE FORM AUTHORIZING ELECTRONIC FILING
Form 990, Part VI, Section B, line 12cANNUAL DISCLOSURE & DISCUSSION AT 1 OF THE QUARTERLY BOARD OF TRUSTEES MEETINGS ON AN ANNUAL BASIS.
Form 990, Part VI, Section B, line 15COUNSEL PRESENTS COMPARATIVE STIPENDS IN THE GEOGRAPHIC REGION OF SIMILARLY SITUATED PUBLIC SECTOR BENEFIT FUNDS AND THE FUND AUDITOR'S ANALYSIS OF WHAT CAN BE FINANCIALLY SUSTAINED BY THE FUND.
Form 990, Part VI, Section C, line 18FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
Form 990, Part VI, Section C, line 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.